External Wholesaler

John Hancock; Washington (District of Columbia); Remote; USD 70,000 - 120,000; Full time

Job summary

John Hancock Investment Management seeks an External Wholesaler to engage clients and drive sales of investment products. The role demands dynamic client interaction and relationship management, ideal for candidates with asset management experience and required licenses. With a focus on professional development and a supportive environment, this mid-senior level position offers significant growth potential.

Benefits

Health insurance

Dental insurance

Vision insurance

Mental health support

Retirement plans

Paid time off

Statutory leaves

Qualifications

• 3-5 years of asset management wholesaling experience required.
• Series 7 and 66 or 63 licenses required.
• CFA or CIMA designation preferred.

Responsibilities

• Distributing Mutual Funds, ETFs, and other investment products.
• Maintaining client relationships and providing market intelligence.
• Initiating new business through prospecting and attending events.

Skills

Communication

Presentation Skills

Time Management

Technological Skills

Organizational Skills

Education

Bachelor's Degree

Job description

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The Opportunity

John Hancock Investment Management (“JHIM”), a division of Manulife Financial, is a premier provider of asset management and investment strategies. John Hancock has been helping individuals and institutions build and protect wealth for 159 years. At a time when trust and confidence are at a premium, we are proud to offer a full range of investment strategies that carry one of America's strongest and most recognized corporate brands.

JHIM is looking for an External Wholesaler to engage new and existing clients to drive sales across the entire suite of JHIM investment products. This position is responsible for coverage of financial advisors across multiple channels. This territory offers significant growth potential for the right candidate.

Responsibilities

• Distribution of Mutual Funds, ETFs, 529 plans, UCITS, SMAs, DCIO, and Private Placement offerings.
• Maintain and build client relationships by providing timely information on products, capital market intelligence, practice management advice, and exceptional client service.
• Conduct a robust schedule of client-facing activities through group and one-on-one in-person meetings, virtual meetings, phone calls, and emails.
• Initiate new business through prospecting.
• Represent John Hancock Investment Management at in-person and virtual events including national and regional conferences, seminars, and sales training meetings.
• Develop strong relationships with internal business partners, including assigned Internal Wholesaler and other stakeholders.
• Manage the assigned territory effectively by leveraging all available resources including product specialists, portfolio consultants, and managing travel & entertainment budgets.

Recommended Experience

• Bachelor's Degree preferred
• Minimum of 3-5 years of asset management wholesaling experience required
• Series 7 and 66 or 63 licenses required
• CFA or CIMA designation preferred
• Excellent communication and presentation skills – both in-person and virtual
• Effective time management, technological, and organizational skills
• Established presence in the local market is preferred

When You Join Our Team

• We’ll empower you to learn and grow your career.
• We’ll support you in a flexible environment that values well-being and inclusion.
• As part of our global team, we’ll help you shape the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more, visit our story.

Equal Opportunity Statement

We embrace diversity and strive to attract, develop, and retain a workforce that reflects our customers. We are committed to fair recruitment, retention, and advancement practices, and we prohibit discrimination based on race, religion, gender, age, disability, and other protected grounds. Reasonable accommodations are available during the application process upon request.

Working Arrangement

Remote

Salary & Benefits

Salary varies based on market conditions and candidate experience. Benefits include health, dental, mental health, vision, disability, life insurance, retirement plans, paid time off, and statutory leaves. Incentive programs are also available. Contact [e-mail] for details.

Additional Details

Level: Mid-Senior level

Employment type: Full-time

Industry: Insurance